Managers of Wealth Americas

Head of Raymond James Financial Services Departs

Shannon Reid is pursuing an opportunity outside of Raymond James after nearly two decades with the firm; Midwest division director David Sisemore will serve as interim president while the firm searches for a permanent replacement.

Jefferies Adds Alessandro Parise as Wealth Management International Manager

Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business

Elyan Partners Appoints Ty Schlobohm as Head of North America Origination

Mr. Schlobohm will lead Elyan's North American efforts sourcing equity partnerships with US-based General Partners and their portfolio companies.

W1M boosts US wealth and charity teams in triple hire

The trio join the W1M from Tanager Wealth, 7IM and CCLA.

Raymond James IM names Jeff Ringdahl as new president

Ringdahl will be responsible for leading the growth strategy and direction of the business

D.A. Davidson Bolsters Industrial Technology Banking Coverage with Veteran Banker Hire

Appointment accelerates D.A. Davidson’s Diversified Industrials growth strategy and positions the firm to service a broader spectrum of industrial technology clients across the U.S. and beyond.

Huntington Bank Appoints Marc Dizard as Chief Investment Officer, Wealth Management

Dizard will lead Huntington Wealth Management's forward-looking investment strategy

Citi’s investment management unit head joins BlackRock – report

Jasminski joins BlackRock together with a team from Citi’s investment management unit.

LPL Recruits Advisor Melissa Mirabile To Launch Forest Lake Wealth Partners At Linsco With $280 Million In Assets

Mirabile joined LPL from UBS and will be based in Albany, New York, according to the firm.

Michael Nathanson Steps Down as Focus Financial CEO

The Colony Group has since been designated as one of Focus’s hub firms and rebranded as Focus Partners Wealth. Birenbaum had served as president of that hub.

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Based in Scottsdale, Ariz., she will lead a team of 100 financial advisors and support staff and again manage $100 billion.

Charles F. Lowrey Elected to the Board of Directors of BNY

With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.

LPL Welcomes Forest Lake Wealth Partners to Linsco

She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.

New Wealth Advisor Joins Bank

His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions.

Truxton Wealth Expands Tax Advisory Expertise With the Addition of Matt Winn

In this role, Matt will deliver comprehensive tax planning solutions tailored for high-net-worth individuals, families, and business entities.

Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director

Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America

Charles Stanley names new portfolio head and creates business team

Prior to this, he spent several years at Old Mutual Global Investors.

Concurrent Adds 10 Advisors in Q4 on March to $15B AUM

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for independent platform model.

Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America

Senior hires bolster the firm’s GP Solutions team

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